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Download 401(k) Rollover Handbook

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…

Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules.

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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Montgomery Taylor & Co., LLC is a Registered Investment Advisor with the California Department of Business Oversight.